Skip to main content

Gradient Capital Advisors, LLC

SEC CIK
0001727917
Latest filing
Jul 13, 2026

AAPL holding history

Apple Inc. in every 13F filed by Gradient Capital Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overviewAll 13F holders of AAPLFull Q2 2026 holdings

Shares (Q2 2026)
71,073
Value
$20.6M
% of portfolio
4.8%
Quarters held
22
Since Q1 2021
Holdings of AAPL by Gradient Capital Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202671,073$20.6M4.8%−529−0.7%ReducedHolders
Q1 202671,602$18.2M4.7%−1,164−1.6%ReducedHolders
Q4 202572,766$19.8M5.1%−764−1.0%ReducedHolders
Q3 202573,530$18.7M5.0%−437−0.6%ReducedHolders
Q2 202573,967$15.2M4.5%−2,380−3.1%ReducedHolders
Q1 202576,347$17.0M5.5%−3,209−4.0%ReducedHolders
Q4 202479,556$19.9M6.4%−1,891−2.3%ReducedHolders
Q3 202481,447$19.0M6.3%−3,925−4.6%ReducedHolders
Q2 202485,372$18.0M6.4%−3,349−3.8%ReducedHolders
Q1 202488,721$15.2M5.6%−5,849−6.2%ReducedHolders
Q4 202394,570$18.2M6.9%−4,018−4.1%ReducedHolders
Q3 202398,588$16.9M7.1%−3,693−3.6%ReducedHolders
Q2 2023102,281$19.8M8.0%−1,095−1.1%ReducedHolders
Q1 2023103,376$17.0M7.2%−1,308−1.2%ReducedHolders
Q4 2022104,684$13.6M6.2%−1,550−1.5%ReducedHolders
Q3 2022106,234$14.7M7.0%+4,338+4.3%AddedHolders
Q2 2022101,896$13.9M6.7%+256+0.3%AddedHolders
Q1 2022101,640$17.7M7.5%−316−0.3%ReducedHolders
Q4 2021101,956$18.1M7.5%+107+0.1%AddedHolders
Q3 2021101,849$14.4M6.6%+2,352+2.4%AddedHolders
Q2 202199,497$13.6M6.4%+884+0.9%AddedHolders
Q1 202198,613$12.0M6.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.